Front-loaded Retirement Gap Solution

Front-loaded Early Retirement Solution

If you are like most business owners or high net-worth professionals, even with your 401k being maxed out, you do not have enough put away for your retirement. This retirement funding gap poses unique challenges that many believe can be solved if they sell their business or practice. Typically, even with the sale of a business, the value believed in bridging the funding gap is just not there.

Those who typically qualify for this retirement program:

The benefit of this program is its unique methodology in aiding you by front-loading your retirement funding in a highly tax-efficient manner. This proprietary retirement program can also assist you in achieving the following goals:

Qualified Plan Rescue
Through the possibility of redirecting participating funds, an opportunity exists to potentially create tax-free distributions that may be applied against taxes due on qualified plan distributions.
Retirement Gap Funding
The program can be used to supplement your retirement funding short-fall and ensure that you can retire with the lifestyle you’ve been planning.
Business Exit Planning
With the program’s potential ability to front-load your retirement against your business, the program may provide a benefit to you the business seller and to the business buyer at the time of sale.
Estate Plan
You could leverage estate planning utilizing the benefits of your business to create an extremely effective Irrevocable Life Insurance Trust (ILIT) provided this is a recommendation from your CPA and legal professional.
Key-man & Buy/Sell
With the insurance contained within the program structure, the insurance medium can be used for wealth accumulation while addressing insurance needs at the same time.
Wealth Transfer
You can transfer large amounts of wealth to your family members, charity, or foundation while taking advantage of this tax-efficient tool.

About Us

Get the skills, guidance, and resources you need to make a big difference in your contact center operations that can lead to a big difference

How can we help you?

Contact us at the Consulting office nearest to you or submit a business inquiry online.
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